See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,505 | $214,378-83.0% | $200,582-81.8% | $142,382-74.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 16.69% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,247 | $6,841-81.8% | $6,419-80.6% | $4,299-71.0% |
| Participant deferral / active EE | $1,559 | $9,865-84.2% | $9,331-83.3% | $6,507-76.0% |
| Admin fee / account holder | $10 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |